Archive

👛 Gain-eration Z

Amazon has dragged down the once-mighty retail industry over the past decade. But one retailer is bucking this trend, thanks in part to its surprising Gen Z appeal.

🤖 Artificial Edge: OpenAI wins $200M Pentagon contract, boosting Microsoft (MSFT)

Amazon (AMZN) sees Gen AI cutting staff, while Reddit (RDDT) debuts new AI-powered ad tools.

🎮 Game Sheet: Nintendo Switch 2 sells 3.5M in four days, a new record (NTDOY)

Take-Two (TTWO) secures a fresh NBA 2K partnership, and SAG-AFTRA strikes a tentative deal covering game studios from Microsoft (MSFT) to Electronic Arts (EA).

Midday Trade

🥪 Midday Trade: Senate bill hits solar credits—Sunrun (RUN) & Enphase (ENPH) cut, sector slides

Eli Lilly (LLY) buys Verve Thereapeautics (VERV) for $10.50 per share.

🗳️ Trump Tickers Daily: Trump may extend TikTok divest deadline—Meta (META) and Snap (SNAP) on watch

Boeing (BA) and Lockheed Martin (LMT) pursue Trump’s $175 B “Golden Dome” defense plan.

AM Action

☀️ AM Action: Roku (ROKU) soars 9% on Amazon (AMZN) deal

Micron (MU) commits $150 B to expand U.S. chip fabs, while Victoria’s Secret (VSCO) gains on activist push for a board shake-up.

Investment Ideas

🥵 Near 100°

TD Cowen believes Celsius Holdings is nearing a boiling point.

Clean Sheet

🔋Clean Sheet: What Wall Street is Saying About First Solar (FSLR) and Sunrun (RUN)

Plus, Guggenheim says that while Tesla shares continue to be driven by robotaxi and political narratives in the near-term, the company's fundamentals "continue to deteriorate at an alarming rate."

Elite

🤖 Artificial Edge: Meta (META) to pay Scale AI $450M a year in five-year pact

CoreWeave (CRWV) downgraded on valuation, Google AI search dents Tripadvisor (TRIP) & Yelp (YELP), and Snowflake (SNOW) inks IPG data alliance.

Public Debut

🔔 Public Debut: Chime (CHYM) pops 59% on IPO debut

Voyager Tech (VOYG) and AIRO (AIRO) rally in early trading, but Vantage (VNTG) edges lower after launch.

Midday Trade

🥪 Midday Trade: Sarepta (SRPT) dives 40% on Elevidys death, shipment halt

EchoStar (SATS) surges on Trump-backed spectrum deal, while Cisco (CSCO) gains a Deutsche Bank upgrade for AI upside.

Trump Tickers

🗳️ Trump Tickers Daily: Trump green-lights U.S. Steel (X) & Nippon Steel deal

Trump Mobile debuts a $499 “T1” smartphone as Trump Media (DJT) files for a Bitcoin-Ethereum ETF, putting carriers like Verizon (VZ) and AT&T (T) on notice

AM Action

☀️ AM Action: EchoStar (SATS) rockets 42%

Sarepta (SRPT) sinks 40% on Elevidys safety halt, while Sage Therapeutics (SAGE) soars on $12 cash-plus-CVR buyout by Supernus (SUPN).

Sector Sheet

🏭 Sector Sheet: Tesla (TSLA) hikes Model S/X prices $5 K and targets June 22 robotaxi launch

NHTSA fast-tracks autonomous-vehicle exemptions, while GM (GM) commits $4 B to boost U.S. EV and gas-vehicle output amid a flurry of sector moves from Daimler Truck-Toyota to Marelli’s Chapter 11.

Investment Ideas

🎩 Arista-crat

Plus, Berkshire cosplay is in...

Core

🗳️ Trump Tickers Weekly: Trump eyes 55 % China tariffs—steel makers Cleveland-Cliffs (CLF) and Nucor (NUE) brace for impact

RFK Jr.’s vaccine-panel shake-up puts Moderna (MRNA) and Pfizer (PFE) in the spotlight, while a possible TikTok reprieve keeps Snap (SNAP) and Meta (META) on watch.